See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,928 | $131,893-37.1% | $303,047-72.6% | $116,875-29.0% |
| Participation rate | 54.8% | 79.5%-24.7pp | 87.1%-32.3pp | 74.5%-19.8pp |
| Annual return | 17.50% | 15.41%+2.1pp | 2.47%+15.0pp | 16.29%+1.2pp |
| Employer contribution / active EE | $509 | $3,467-85.3% | $7,418-93.1% | $3,288-84.5% |
| Participant deferral / active EE | $2,246 | $4,183-46.3% | $5,070-55.7% | $3,885-42.2% |
| Admin fee / account holder | $1,552 | $14,721-89.5% | $39,333-96.1% | $12,263-87.3% |